ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,649 | -6.3% | 12,935 | -4.1% | 0.10% | -2.9% |
| Q2 2023 | $338,052 | -10.6% | 13,487 | -9.2% | 0.10% | -10.3% |
| Q1 2023 | $378,259 | +98404.9% | 14,857 | -2.9% | 0.12% | -5.7% |
| Q4 2022 | $384 | -99.9% | 15,303 | +23.4% | 0.12% | +20.6% |
| Q3 2022 | $302,000 | -3.5% | 12,397 | -0.3% | 0.10% | +4.1% |
| Q2 2022 | $313,000 | -1.9% | 12,438 | -0.9% | 0.10% | +14.0% |
| Q1 2022 | $319,000 | -6.7% | 12,549 | -0.7% | 0.09% | +1.2% |
| Q4 2021 | $342,000 | -0.6% | 12,633 | -0.8% | 0.08% | -5.6% |
| Q3 2021 | $344,000 | -1.7% | 12,741 | -1.1% | 0.09% | 0.0% |
| Q2 2021 | $350,000 | +0.9% | 12,882 | 0.0% | 0.09% | -6.2% |
| Q1 2021 | $347,000 | -3.3% | 12,882 | -2.1% | 0.10% | -8.6% |
| Q4 2020 | $359,000 | – | 13,154 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,851 | $3,426,000 | 1.16% |
| Prism Advisors, Inc. | 44,715 | $1,208,000 | 0.43% |
| CGN Advisors LLC | 33,212 | $897,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $324,000 | 0.13% |
| CHILDRESS CAPITAL ADVISORS, LLC | 9,700 | $261,000 | 0.11% |
| WRAPMANAGER INC | 12,741 | $344,000 | 0.09% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 198,622 | $5,365,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 12,500 | $338,000 | 0.07% |
| Archford Capital Strategies, LLC | 10,686 | $289,000 | 0.07% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 49,090 | $1,326,000 | 0.05% |